SHELLEY ORTHODONTICS
Plan context: SHELLEY ORTHODONTICS 401(K) PLAN
EIN 83-2591326 • Auburn, AL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$706,122
2025 Contributions
$122,618
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $706,122 | $122,618 | $12,262iApproximate average salary by contribution assumption: employee only about $306,545 at 4% or $204,363 at 6%; with 50% employer match about $204,363 at 4% or $136,242 at 6%; with 100% employer match about $153,273 at 4% or $102,182 at 6%. |
| SHELLEY ORTHODONTICS 401(K) PLAN | - | 10 | $706,122 | $122,618 | $12,262iApproximate average salary by contribution assumption: employee only about $306,545 at 4% or $204,363 at 6%; with 50% employer match about $204,363 at 4% or $136,242 at 6%; with 100% employer match about $153,273 at 4% or $102,182 at 6%. |
| 2024 | 1 | 9 | $480,153 | $124,565 | $13,841iApproximate average salary by contribution assumption: employee only about $346,014 at 4% or $230,676 at 6%; with 50% employer match about $230,676 at 4% or $153,784 at 6%; with 100% employer match about $173,007 at 4% or $115,338 at 6%. |
| SHELLEY ORTHODONTICS 401(K) PLAN | - | 9 | $480,153 | $124,565 | $13,841iApproximate average salary by contribution assumption: employee only about $346,014 at 4% or $230,676 at 6%; with 50% employer match about $230,676 at 4% or $153,784 at 6%; with 100% employer match about $173,007 at 4% or $115,338 at 6%. |
| 2023 | 1 | 8 | $309,192 | $88,428 | $11,054iApproximate average salary by contribution assumption: employee only about $276,338 at 4% or $184,225 at 6%; with 50% employer match about $184,225 at 4% or $122,817 at 6%; with 100% employer match about $138,169 at 4% or $92,113 at 6%. |
| SHELLEY ORTHODONTICS 401(K) PLAN | - | 8 | $309,192 | $88,428 | $11,054iApproximate average salary by contribution assumption: employee only about $276,338 at 4% or $184,225 at 6%; with 50% employer match about $184,225 at 4% or $122,817 at 6%; with 100% employer match about $138,169 at 4% or $92,113 at 6%. |
| 2022 | 1 | 8 | $181,806 | $107,742 | $13,468iApproximate average salary by contribution assumption: employee only about $336,694 at 4% or $224,463 at 6%; with 50% employer match about $224,463 at 4% or $149,642 at 6%; with 100% employer match about $168,347 at 4% or $112,231 at 6%. |
| SHELLEY ORTHODONTICS 401(K) PLAN | - | 8 | $181,806 | $107,742 | $13,468iApproximate average salary by contribution assumption: employee only about $336,694 at 4% or $224,463 at 6%; with 50% employer match about $224,463 at 4% or $149,642 at 6%; with 100% employer match about $168,347 at 4% or $112,231 at 6%. |
| 2021 | 1 | 3 | $90,688 | $90,497 | $30,166iApproximate average salary by contribution assumption: employee only about $754,142 at 4% or $502,761 at 6%; with 50% employer match about $502,761 at 4% or $335,174 at 6%; with 100% employer match about $377,071 at 4% or $251,381 at 6%. |
| SHELLEY ORTHODONTICS 401(K) PLAN | - | 3 | $90,688 | $90,497 | $30,166iApproximate average salary by contribution assumption: employee only about $754,142 at 4% or $502,761 at 6%; with 50% employer match about $502,761 at 4% or $335,174 at 6%; with 100% employer match about $377,071 at 4% or $251,381 at 6%. |